Open role
Executive Team Lead
Company Description
United Financial Freedom is dedicated to helping families achieve financial independence through a cutting-edge program designed to accelerate debt elimination and support long-term wealth building. The organization focuses on practical, results-driven strategies that enable clients to take control of their finances and create more secure futures. United Financial Freedom’s solutions are tailored to individual needs, offering guidance and tools that simplify complex financial decisions. Team members contribute directly to meaningful client outcomes, making a positive impact on households across the country. Role Description The Executive Team Lead is a full-time remote role responsible for overseeing and guiding a team that promotes United Financial Freedom’s financial programs. This position includes setting performance goals, monitoring progress, and providing coaching to ensure team members effectively support clients in understanding and using debt elimination and wealth-building solutions. The Executive Team Lead collaborates with leadership to refine strategies, improve processes, and drive overall growth, while maintaining high standards of client service and ethical practice. Daily activities include team meetings, performance reviews, training sessions, and partnering with internal stakeholders to align initiatives with organizational objectives.
Qualifications
Demonstrated leadership and team management skills, including coaching, mentoring, and performance oversight. Experience in financial services, sales, or customer success, with an understanding of debt reduction and wealth-building concepts. Strong communication and presentation abilities, with capacity to explain complex financial ideas in clear, accessible terms. Proficiency with remote collaboration tools, CRM or client management systems, and basic data reporting. Ability to work independently in a remote environment, manage priorities, and meet goals in a fast-paced setting. High ethical standards, commitment to client-centric service, and interest in helping families improve their financial well-being. Relevant education or certifications in business, finance, or a related field, or equivalent professional experience.